Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SUNBELT SECURITIES INC | 04-15-2024 | 03-31-2024 | 1736 | 896,382,194 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INNOVATOR EQUITY DEFINED PROTECTION ETF - 2 YR TO JANUARY 2026 | ETF | 1501 | $49,800 | 2,000 | 0.00 | 2,000 | +Inf | 03-31-2024 | |
| LANCASTER COLONY CORP COM | Stock | Liquidated | $0 | 0 | 0.00 | 247 | +Inf | 03-31-2024 | |
| JPMORGAN ULTRA-SHORT INCOME ETF ULTRA SHORT INCOME FUND | ETF | 1503 | $49,290 | 977 | 0.00 | 0.00 | 214 | 28.05 | 03-31-2024 |
| PROSPERITY BANCSHARES INC COM | Stock | 1504 | $49,289 | 749 | 0.00 | 0.00 | -173 | -18.76 | 03-31-2024 |
